See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,542 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | -22.31% | 1049.08%-1071.4pp | 5155.94%-5178.2pp | 578.55%-600.9pp |
| Employer contribution / active EE | $1,264 | $5,256-76.0% | $4,695-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $2,180 | $6,630-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $56 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |